401(k) · DOL Form 5500 · 2024

Patriot National Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets: N/A
Participants Small participant base: 63rd
Percentile by assets National rank

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Official DOL plan name: Patriot National Inc. 401(k) Employee Savings Plan · Sponsored by Patriot National Inc. · Florida · Healthcare & Social Assistance

$14M in assets, N/A participants

Patriot National Inc.'s Patriot National Inc. 401(k) Employee Savings Plan reported $14M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 63rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

#11,536 in Healthcare & Social Assistance (16,916 peers)

Patriot National Inc. multi-year trail

Patriot National Inc.'s plans moved +444.6% in assets from 2022 to 2024; this filing shows Patriot National Inc. 401(k) Employee Savings Plan at $14M / N/A participants.

#11,536
in Healthcare & Social Assistance (16,916 peers): -15.7%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Patriot National Inc. 401(k) Employee Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Patriot National Inc. 401(k) Employee Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$14,086,011 Top 37% higher than 63% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Patriot National Inc. 401(k) Employee Savings Plan reported net income fell from -$262K in the plan year 2023 filing to -$3M in the plan year 2024 filing.
Patriot National Inc. 401(k) Employee Savings Plan reported participants fell from 3 in the plan year 2023 filing to N/A in the plan year 2024 filing.
Patriot National Inc. 401(k) Employee Savings Plan end-of-year assets rose from $8M in the plan year 2023 filing to $14M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 464151376 · Patriot National Inc. PY 2024 · 401(k)

Patriot National Inc. 401(k) Employee Savings Plan · $14M · N/A · 63rd

EIN $14M
RANK N/A
PHOTO 63rd
IND 401(k)
EOY near Weil Foot & Ankle Management LLC 401(k) Plan
5500 ind #11536

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Florida →

End-of-year total assets ($M) among Patriot National Inc. 401(k) Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Patriot National Inc. multi-year asset trail

Latest sponsor-wide plan assets: $44M 444.6332061754778% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	4	$8M
2023	1	3	$8M
2024	4	17	$44M

Patriot National Inc. filing trail (2024)

Total Assets (Beginning of Year)	$17M
Net Assets (End of Year)	$14M
Net Income	-$3M
Employer EIN	464151376
Plan Effective Date	1996-03-15
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Patriot National Inc. 401(k) Employee Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants

L3harris Retirement Savings Plan $16.3B · 40,330
Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
Adp Totalsource Retirement Savings Plan $9.2B · 310,261
Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678

Compare Patriot National Inc. 401(k) Employee Savings Plan side-by-side with 3 peers →

Patriot National Inc. 401(k) Employee Savings Plan's closest out-of-state 401(k) peers by assets

Outside Florida, the nearest 401(k) by end-of-year assets is Weil Foot & Ankle Management LLC 401(k) Plan in IL at $14M (this filing: $14M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Weil Foot & Ankle Management LLC 401(k) Plan (IL) $14M · 259
Downtown Women Ob/Gyn Associates, LLP 401(k) Plan (NY) $14M · 46
Pattillo Management, Inc. 401(k) Plan (GA) $14M · 28
Kimchuk Savings and Retirement Plan (CT) $14M · 74

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Patriot National Inc. 401(k) Employee Savings Plan assets move in 2024? ▼

Patriot National Inc. 401(k) Employee Savings Plan declined sharply - down 15.7% during 2024, from $17M to $14M. Reported net income was -$3M.

How have Patriot National Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Patriot National Inc.'s sponsor-wide assets grew 444.6%, from $8M to $44M.

Which 401(k) plans are similar in size to Patriot National Inc. 401(k) Employee Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Weil Foot & Ankle Management LLC 401(k) Plan in IL ($14M, 259 participants).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 464151376.